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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,443 | $88,710-72.4% | $81,783-70.1% | $145,959-83.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.53% | 1027.26%-1013.7pp | 775.05%-761.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,203 | $3,083-61.0% | $2,913-58.7% | $4,661-74.2% |
| Participant deferral / active EE | $3,537 | $4,645-23.9% | $4,320-18.1% | $6,689-47.1% |
| Admin fee / account holder | $916 | $8,407-89.1% | $7,380-87.6% | $13,398-93.2% |